Editorial Staff, Author at Retirement Income Journal - Page 79 of 89

July 2025

Retirement Income Journal Takes A Vacation

By Editorial Staff Fri, Aug 1, 2014

During August, Retirement Income Journal will be published in abbreviated form. We're allocating much of our time this month to improving the website experience and making new information resources...

Published August 1, 2014

Ex-official calls for a ‘universal 401(k)’

By Editorial Staff Thu, Jul 24, 2014

As one way to finance the program, Gene B. Sperling suggested reducing the estate tax exclusion for couples to $7 million from $10.7 milllion, a move that he said...

Published July 24, 2014

Half of working-age Americans save too little

By Editorial Staff

A household is at risk, according to the CRR, if it’s not on track to reach retirement with enough savings to generate an income (from an inflation-adjusted life annuity)...

Published July 24, 2014

Alliance Benefit Group partners with Hueler Income Solutions

By Editorial Staff

Over one million participants in 16,000 retirement plans administered by ABG will be able to access Hueler's online platform for purchasing single premium immediate annuities, deferred income annuities or...

Published July 24, 2014

Britons transition to DC, step by painful step

By Editorial Staff

Imagine if participants in doomed defined benefit plans could move their accrued benefits to a defined contribution plan. That seems to be what's happening in the UK as the...

Published July 24, 2014

The Bucket

By Editorial Staff

Brief or late-breaking items from Fidelity Investments, Security Benefit Life and Phoenix Companies.

Published July 24, 2014

Voya files for ‘structured’ variable annuity

By Editorial Staff Fri, Jul 18, 2014

ING Potential Plus offers four term periods (1, 3, 5 or 7 years) and three buffer options that absorb either the first 10%, 20% or 30% of market losses.

Published July 18, 2014

Global equity funds and ETFs are hot in 2014: TrimTabs

By Editorial Staff

“Global equity funds have received almost seven times as much money as U.S. equity funds this year,” said David Santschi, CEO of TrimTabs. “Fund investors are as convinced...

Published July 18, 2014

A look at women and money, via Prudential

By Editorial Staff

Even though they don’t feel prepared to make wise financial planning decisions, fewer women say they are seeking professional financial advice, according to Prudential Financial's study of women's attitudes...

Published July 18, 2014

The Bucket

By Editorial Staff

Brief or late-breaking items from Envestnet, Guardian Life, the Investment Company Institute and The American College.

Published July 18, 2014

Quote of the Week

By Editorial Staff

"At some point you cross the line from reviving markets to becoming the bellows fanning the flames of the “Booming and Bubbling”... I believe we have crossed that line....

Published July 18, 2014

Skads of Data about Americans over 65

By Editorial Staff Wed, Jul 9, 2014

The June 2014 report on the elderly by the U.S. Census bureau is a must-have for anyone trying to map this market. It has dozens of useful charts and...

Published July 10, 2014

To raise retirement security, ban DC cash-outs: EBRI

By Editorial Staff

Getting rid of cash-outs during job changes could mean that 38.3% more of the poorest Americans would have saved enough to replace 60% of their pre-retirement income (when combining...

Published July 10, 2014

How does an unshackled pension fund invest? Ask Sweden’s SPK

By Editorial Staff

“We’ve invested in a Goldman Sachs fund, which includes credit, high yield and emerging market debt. It’s a broad mandate that we believe has the ability to make money...

Published July 10, 2014

The Bucket

By Editorial Staff

Nevin Adams to leave EBRI for as-yet undisclosed position. Also, brief or late-breaking items from Voya, Nationwide Funds and Securian.

Published July 10, 2014

Introducing the free ‘Social Security Maximizer’

By Editorial Staff Thu, Jul 3, 2014

To access the Maximizer, subscribers (after logging in to the RIJ website) should simply click on the Social Security Maximizer image in the right navigation channel of the RIJ...

Published July 3, 2014

Retirement assets total $23 trillion in 1Q2014: ICI

By Editorial Staff

IRAs held $6.6 trillion in assets at the end of the first quarter of 2014, up from $6.5 trillion at the end of the fourth quarter of 2013. Forty-six...

Published July 3, 2014

Cerulli explains strange bond weather

By Editorial Staff

Life insurers, holders of $2.6 trillion in long-term bonds, added about $52 billion in high-quality bonds to general account investment portfolios last year, Cerulli reported.

Published July 3, 2014

UK creates framework for DB/DC hybrid

By Editorial Staff

It’s still not clear whether the hybrid approach—called “defined ambition” by UK Work & Pensions secretary Steve Webb—has widespread support or interest among employers or if it’s mainly a...

Published July 3, 2014

AIG to help officers accused of ‘fraud on the market’

By Editorial Staff

The “fraud on the market” theory in class action litigation asserts that the price of shares traded in an “efficient market” reflects all available information, including alleged misrepresentations by...

Published July 3, 2014

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